Analyst Notes

Existing customer growth

May 21, 2013
Philbert Shih

Existing customer growth is crucial to overall sector growth. ...

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Growth: Private hosters

May 21, 2013
Philbert Shih

We came across several data points from privately traded companies. ...

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Colocation: Equinix, Interxion, CoreSite, Dupont Fabros, DLR

May 21, 2013
Philbert Shih

Equinix (3% q/q, 17% y/y), Interxion (2% q/q , 13% y/y), CoreSite (down 0.3% q/q, up 16.5% y/y), Dup...

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Note: Demand Media 1Q13 earnings

May 21, 2013
Philbert Shih

Demand Media’s wholesale domain group eNom was up 2.3% q/q and up 9% y/y. ...

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Note: Sungard 1Q13 earnings

May 21, 2013
Philbert Shih

SunGard Availability Systems was weak with revenues dropping 2.3% q/q and 3.0% y/y – in line w...

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Note: Apptix 1Q13 earnings

May 21, 2013
Philbert Shih

Apptix has taken a step back over the last few quarters but it is not clear whether that is indicati...

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Note: CenturyLink 1Q13 earnings

May 21, 2013
Philbert Shih

CenturyLink’s data hosting (legacy Savvis) arm had a range of results that require some interp...

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Note: Web.com 1Q13 earnings

May 21, 2013
Philbert Shih

Web.com has probably done better than most would have expected with 1Q13 showing revenue growth of 3...

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Note: Internap 1Q13 earnings

May 21, 2013
Philbert Shih

Internap was flat q/q and up 4% y/y. But notably, hosting and colocation was healthier, growing 2% q...

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1Q13 Earnings

May 21, 2013
Philbert Shih

We are reaching the tail end of the 1Q13 earnings season and the results confirm our observations of...

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Note: Rackspace 1Q13 earnings

May 21, 2013
Philbert Shih

Total Rackspace revenues were up 2.6% q/q and 20.2% y/y. ...

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More earnings, growth metrics, messaging and Asia-pacific

May 20, 2013
Philbert Shih

Earnings season is coming to a close and we looked at the results of the only publicly traded messag...

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